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← User Guide

Pipedrive Integration

Connect Kolvera to Pipedrive to push contacts, organisations, and call notes.

Setup Steps

  1. Log in to Pipedrive
  2. Click your profile icon (top right) → Personal Preferences
  3. Go to the API tab
  4. Copy your API token
  5. Go to Integrations in Kolvera and paste your token

Where to Find Your Credentials

API Key / Token: Pipedrive → Profile → Personal Preferences → API tab Required Scopes: Full API access (controlled by your Pipedrive plan)

What Gets Synced

Pipedrive → Kolvera

  • Contacts with a company are imported as enriched contacts
  • Companies are matched automatically
  • Syncs every 5 minutes when auto-sync is enabled
  • Duplicates are skipped (matched by email or phone)

Kolvera → Pipedrive

  • Contacts are pushed when enriched with an email
  • Call notes (AI summary, transcript) pushed after dialler calls
  • Contacts are upserted (created or updated)
  • Source tagged as "Kolvera" for attribution

Team Setup

Each team member connects their own Pipedrive account separately. Go to Integrations and each user enters their own credentials. Call notes are pushed to the user's own Pipedrive account, and synced contacts are owned by the user who connected.

Connect Pipedrive Now